Monthly Archives: February 2012

Exam Success

Seven members of staff are celebrating recent exam successes

Lisa Davern is now qualified Chartered Certified Accountant and colleagues Claire Furnival, Maryam Mulla and Lucy O’Gorman all passed their recent Institute of Chartered Accountants in England and Wales (ICAEW) exams, and are on their way towards qualifying.

Jonathan Cunningham and Sharon Lord have also both been successful in their recent final exams. Jonathan is now a qualified Chartered Tax Advisor and Sharon has qualified as a Tax Technician.

Colin Emmett passed in the first stage towards his qualifying as an Accounting Technician.

PM+M managing partner Stephen Anderson said: “We take great pride in supporting our team in developing their expertise and enabling them to reach their career potential. They have all worked very hard to achieve these results and I am pleased they have been rewarded for their efforts.”

PM+M Shortlisted for Red Rose Award

PM+M has been shortlisted in the Lancashire Business View Red Rose Awards 2012.

PM+M has been shortlisted for the prestigious ‘Financial Business of the Year’ award, a tough award category with a high standard of competition

Now in their second year, the Red Rose Awards Dinner will take place on the evening of Thursday 15 March 2012, at the Winter Gardens Blackpool. We are all looking forward to the results!

PM+M Managing Partner, Stephen Anderson: “I’d like to take this opportunity to thank and congratulate the entire PM+M team, it is your dedication and hard work that has got us through to the final stage.”

PM+M is ‘real deal’

Dealmaker Awards

PM+M are celebrating after winning a coveted award for the part it played in the £8 million sale of Lancashire firm Science in Sport.

The judging panel of the Lancashire Dealmaker Awards, held at Ewood Park, awarded PM+M the Real Lancashire Deal of the Year gong for the ‘careful management’ of ‘complex issues’ during the sale.

Jim Akrill, Director of PM+M Corporate Finance, played a crucial role in life sciences business Provexis plc’s acquisition of the then family-owned and Blackburn-based business Science in Sport.

He said: “We often see shining examples of what can be achieved by families in business at PM+M, and Science in Sport is a remarkable example of this. We feel the award is recognition of our commitment to family businesses across the county and represents the considerable scope and abilities of our corporate finance team”.

PM+M has had an impressive run of award wins and nominations in recent months. Danielle Vollentine, Business Services Adviser, was handed the Rising Star Award at the ICAEW North West Awards, and trainee Lucy O’Gorman was honoured by the Chartered Institute of Accountants following exceptionally high marks in her financial accounting examination. The firm are also shortlisted in the county-wide Red Rose Awards.

Stephen Anderson, managing partner at PM+M, said: “The past few months have been thoroughly enjoyable for the entire PM+M team. To see our colleagues’ work gaining regional and national recognition is fantastic.”

Year End Tax Planning Tips

As we approach the end of the tax year, we have put together our top tips for maximising tax-saving opportunities for both individuals and businesses.

Please click on the links below for our personal or company year end tax planning tips help sheets, which we hope that you will find useful. These are designed to provide an overview of the planning opportunities that may be of interest for you and/or your business.

Click here for the Year End Tax Planning Guide for Companies

Click here for the Year End Tax Planning Guide for Individuals

If you would like further information on how these opportunities could specifically help you, please speak to your usual PM+M contact or call our specialist tax and wealth management team on 01254 679131.

Partners’ Pain for Derian House

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Staff at PM+M’s offices looked on as Tony Brierley, who lives in Padiham, and colleague Tony Tinker grimaced their way through the ordeal, which was carried out by Sarah Brotherton of Triangles Hair and Beauty in Witton.

Derian House provide incredible support to families before and after the death of a child.

Tony Brierley, managing director of PM+M Wealth Management, said: “It is such a fantastic cause that, however painful it was, Tony and I were determined to see it through.

“I’m sure the money raised will be of real help to the charity.”

Derian House said: “It’s fantastic to see local businesses willing to go to such lengths to make a worthwhile contribution to our cause.

“All those who fundraise for Derian House are making a real difference. We thank PM+M for their support.”